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RQ

Rafael D. Quiros

HFM WEALTH MANAGEMENT
HARTFORD, CT 06103-1816
Some features on this profile are disabled
CRD#: 369607
RQ

Professional summary


Rafael Dario Quiros is a registered financial advisor currently at HFM WEALTH MANAGEMENT located in Hartford, Connecticut.

Rafael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. Rafael has worked at 4 firms and has passed the Series 63, PC, Series 1, Series 4, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. QUIROS IS OWNER OF HARTFORD FINANCIAL MANAGEMENT, INC. WHICH IS A REGISTERED INVESTMENT ADVISER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Rafael Dario Quiros's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 27, 1989 - Present

HFM WEALTH MANAGEMENT

Office #1: 1 Constitution Plaza, Fl 9, Hartford, CT 06103-1816
RIA
CRD#: 105039
HARTFORD, CT
Past

March 27, 1989 - November 17, 2000

HARTFORD FINANCIAL GROUP, INC.

BD
CRD#: 23748
HARTFORD, CT
Past

September 15, 1980 - April 4, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

May 1, 1969 - October 12, 1980

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HFM WEALTH MANAGEMENT
HARTFORD FINANCIAL MANAGEMENT INC | HFM WEALTH MANAGEMENT

CRD#: 105039 / SEC#: 801-33701

RIA
Registered Investment Advisory firm - (2/6/1989 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(3/27/1989)

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 9/7/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/25/1969
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HW
HFM WEALTH MANAGEMENT
HARTFORD FINANCIAL MANAGEMENT INC | HFM WEALTH MANAGEMENT

CRD#: 105039 / SEC#: 801-33701

RIA
Registered Investment Advisory firm - (2/6/1989 Approved)
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Contact information


Main Address
65 Lasalle Road Ste 307, West Hartford, CT 06107
Mailing Address
Phone number
(860) 241-0028
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DTD 2025 MARCH 27 (3/27/2025)

Regulatory assets under management


Total Number of Accounts186
AUM (Assets Under Management)$ 712,971,742

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HFM WEALTH MANAGEMENT

CRD#: 105039Hartford, CT 06103-1816

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Contact information


xxxxx@xxxx.xxx

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